Braun-Bostich & Associates’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Braun-Bostich & Associates’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-110	Closed	-$5K	–	222
2020 Q2	$5K	Hold	110	–	–	﹤0.01%	259
2020 Q1	$4K	Hold	110	–	–	0.01%	255
2019 Q4	$5K	Buy	+110	New	+$5.15K	﹤0.01%	277
2019 Q3	–	Sell	-110	Closed	-$5K	–	99
2019 Q2	$5K	Buy	+110	New	+$4.96K	0.01%	286

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Braun-Bostich & Associates's AOR Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2020, closing a stake of 110 shares — an estimated $5K sold.

Braun-Bostich & Associates first reported a position in AOR in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2020. 206 funds tracked by Wall St. Rank hold AOR as of Q3 2020.

Braun-Bostich & Associates reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 110 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2020, an estimated $5K.
Braun-Bostich & Associates first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2019 and held it in 4 quarters.
Braun-Bostich & Associates's iShares Core 60/40 Balanced Allocation ETF position peaked at $5K in Q2 2020.
206 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.